VC Theses #151 | Predictions for Fintech, The Big Reset & more
VC Theses #151 | Predictions for Fintech, The Big Reset & more
Oct 23rd–29th | Insights from Point Nine, USVBalderton, Daybreak, Sturgeon Capital, Precursor, USV, and others
Welcome to our new subscribers! SandHill.io aggregates and shares the latest investment themes, market insights, and best practices for operating and investing from 700+ VCs, analysts, and operators.
This newsletter curates a selection of posts featured on the website each week.
Investment Themes, Theses, & Outlooks
Where are the opportunities for new startups in generative AI? (Christoph Janz, MP @ Point Nine)
Predictions for Fintech: Compliance Culture (Greta Anderson, Principal @ Balderton)
Industry Developments & Analyses
The Resale Revolution: Fashionably Sustainable (Rex Woodbury, MP @ Daybreak)
The Equal Ventures Insurance Index — Q3 2023 (Adam Chadroff & Rick Zullo, Equal)
How big really is 250m people? (Sturgeon Capital)
Enterprise vs SMB in SaaS (Sammy Abdullah, GP @ Blossom Street VC)
AI, Not Blockchain, Is The Real Path To Decentralization (Rob May, Partner @ AI Operators Fund)
Open (Source) Sesame (Vivek Ramaswami & Sabrina Wu, Madrona)
Elephants in the Room — Corporates Enter the AI Investing Boom (Ansaf Kareem, Partner @ Lightspeed)
Guides, Case Studies, and Best Practices for Operating
The Big Reset in Seed to Series A Graduation Rates is Real and Permanent (Charles Hudson, GP @ Precursor)
Your guide to outbound automation (Kyle Poyar, Partner @ OpenView)
Scaling your B2B growth engine (Lenny Rachitsky)
Lean Startup & Design Thinking Aren't Opposing Forces to Big Vision (Ben Yoskovitz, Partner @ Highline Beta)
Rethinking Software Pricing in the Era of AI (Jason Mendel & Patrick Hsu, Battery Ventures)
The Fundraising Blueprint (Abhishek Maran, VC @ Rampersand)
Additional Reads
You're Only as Good as Your Most Recent Deal (David Beisel, GP @ NextView)
Schrödinger’s Startup Paradox: Locked inside the last round valuation box (Janelle Teng, VC @ Bessemer)
The Art of Asking (David Beisel, GP @ NextView)
Open Source, the AI stack, and need for permissionless experimentation (Andy Weissman, GP @ USV)
The Adrenaline of VC Deal Flow (Chris Neumann, GP @ Panache Ventures)
The 411 on VC Scout Programs (Halle Tecco, ex-MD @ Rock Health)
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